Jeffrey F. Kenney, FPSB Ltd. Director of Standards and Certification
The future of financial planning will be global and for many professionals it already is. To address the wants and needs of financial planners and their clients now and in the future, the Financial Planning Standards Board Ltd. (FPSB) has begun to develop a model that would allow CFP professionals to become certified in more than one territory using a standardized process.
Continue reading The Future of Financial Planning Across Borders is Already Here
Should financial planners expanding their practice into new territories be required to meet all certification and regulatory requirements in the new territory, or should they be allowed to practice based on compliance with certification and regulatory requirements in their home territory?
By Taylor Liao, CFP
The financial crisis of 2008 changed the economic world, as well as the market situation of the financial planning profession. Some of the outcomes from the financial crisis were positive although most were negative, such as the general decrease of wealth that was experienced by the majority of the public.
Continue reading Global Financial Planning Needs Practice Knowledge